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Query Personal Capital financial data in natural language through the API.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Personal Capital MCP Connector" yet — see the docs or source repo.
Using my Personal Capital data, summarize my net worth changes over the recent period and identify the main drivers.
A natural-language summary of net worth changes with the main contributing accounts or asset classes.
Find my recent high-value transactions and list the date, account, and category in descending order by amount.
A filtered list of matching transactions for quick review of spending or transfers.
Based on my current account data, explain my asset allocation and show the share of each asset class.
An asset allocation overview that helps the user understand their current investment mix.
Individuals or analysts can ask about accounts, net worth, and transactions without manually checking multiple screens. It is useful for getting a quick financial overview.
When users need to review spending, transfers, or unusual activity in a time range, they can filter transaction data with natural language. This speeds up checking and review.
Users can query current asset allocation and the share of each asset class to understand their investment distribution. This is useful for basic portfolio overview and tracking.
It is an MCP tool that uses the Empower/Personal Capital API to answer natural-language questions about financial accounts, net worth, transactions, and asset allocation.
Based on the description, it depends on the Empower/Personal Capital API to access the financial data. For exact installation and authentication requirements, see the source repository.
Its capabilities are focused on Personal Capital financial data, including accounts, net worth, transactions, and asset allocation, rather than general-purpose data sources.
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